Marianne Esche
Simplicity Wealth Management · Vienna, Virginia
Marianne Esche is a fee-only financial advisor at Simplicity Wealth Management in Vienna, Virginia, who holds the CFP credential. Simplicity Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Simplicity Wealth Management |
|---|---|
| Based in | Vienna, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $35.9M across 172 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 7601105 |
| Exams passed | Series 65 (2022) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.simplicitywm.com |
How Marianne's firm compares
- Simplicity Wealth Management's average account is about $209,000, from its Form ADV (assets managed divided by 172 accounts).
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Questions about Marianne
Is Marianne Esche a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marianne holds no broker registration, and Simplicity Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marianne charge for financial advice?
Marianne's firm, Simplicity Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Marianne Esche based?
Marianne Esche is based in Vienna, Virginia.
What credentials does Marianne Esche hold?
Marianne Esche holds the CFP credential.
Is Marianne Esche registered with the SEC?
Yes. Marianne Esche is registered as an investment adviser representative in VA (CRD 7601105), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Simplicity Wealth Management manage?
Simplicity Wealth Management reports $35.9M across 172 accounts in assets under management.
How do I contact Marianne Esche?
Through Marianne's website, www.simplicitywm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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